Seeking Alpha
 

The Walt Disney Company (DIS)

- NYSE
  • Aug. 24, 2012, 11:00 AM
    Buy low, sell high: Disney (DIS -0.5%) considers buying out its partners in Euro Disney as the distressed amusement park operator continues to struggle to see profits. By buying out the 60% of the publicly-traded French company that it doesn't own, Disney could launch a turnaround instead of simply waiting around for royalties and management fees to improve. Most importantly, if it can work out a deal at just a small premium over the firm's market cap of $120M - a steal could be had.
    | Comment!
  • Aug. 23, 2012, 3:26 PM
    Federal and state regulators investigate a potentially-dangerous leak of chromium 6 at Disney's (DIS -1.1%) Walt Disney Studios in Burbank, according to the LA Times. The focus is an air conditioning system that dates back to the 1930s. (Live Google+ Hangout reporting at 4:00 EST)
    | Comment!
  • Aug. 23, 2012, 11:37 AM
    Though studios remain optimistic about the continued enthusiasm of moviegoers to shell out extra money to see films in the 3D or IMAX format, they will still proceed cautiously with a new tech innovation presenting movies at a rapid-fire 48 frames per second (2X the standard rate). Warner Bros. and theater operators say they will debut the format this Dec. with the The Hobbit: An Unexpected Journey at regular ticket prices to test audience reaction. Studios hoping for another cash cow: TWX, DIS, LGF, VIAB, SNE, DWA, CMCSA (Review: 48 fps vs. 24 fps)
    | 1 Comment
  • Aug. 23, 2012, 8:58 AM
    India approves a plan by Disney (DIS) to invest close to $180M in the country, including broadcasting interests. Disney has been positioning itself to broaden its digital growth in the nation by restructuring local operations, but still needs various government approvals before it can truly ramp up.
    | Comment!
  • Aug. 16, 2012, 2:45 PM
    Disney (DIS +0.9%) sets May 1, 2015 as the release date for the sequel to mega-hit The Avengers. Between now and then, Marvel Studios plans to release a Captain American and Thor film to keep the superhero theme highly relevant. In case any doubters still exist over the shrewdness of Disney spending a cool $4B to buy Marvel, the projected total box office haul and merchandising boost from the franchise is going to make any debate a non-starter.
    | 1 Comment
  • Aug. 14, 2012, 5:23 PM
    Stephen Mandel's Lone Pine Capital takes up new positions: Cooper Cos. (COO), Walt Disney (DIS), eBay (EBAY), Google (GOOG), HCA Holdings (HCA), Kohls (KSS), Liberty Global (LBTYA), Monsanto (MON), News Corp, (NWSA), Qualcomm (QCOM).
    | Comment!
  • Aug. 13, 2012, 3:12 PM
    Citigroup tags Scripps Networks Interactive (SNI +1.5%) as a potential takeover candidate for Disney (DIS +0.5). The take is that the networks operated by the firm - such as Food Network, HGTV, Travel, and DIY - would dovetail nicely with some of the Mouse of House's ABC primetime shows. A Scripps buy could also help Disney diversify away from the male-intensive ESPN to target upscale females a bit easier.
    | Comment!
  • Aug. 8, 2012, 9:06 AM
    Disney (DIS) says that its Marvel Studios locked up the director of The Avengers for three years, time enough for a sequel to the smash hit as well as a Marvel-based TV series. DIS -1.6% premarket. (Previous: Disney earnings)
    | 2 Comments
  • Aug. 7, 2012, 4:29 PM
    More on Disney (DIS): Media Networks revenue up 3% Y/Y to $5.084B, led by growth at the Disney Channels and ABC Family that partially offset a decrease at ESPN. Parks and Resorts revenue grew 9% to $3.441B as Tokyo Disney Resort and Disney Cruise Line showed strong results. Studio Entertainment revenue flat for the period, with The Avengers holding its own against a wider slate of hits from last summer's FQ3. Shares -0.9% AH. (PR)
    | Comment!
  • Aug. 7, 2012, 4:20 PM
    Walt Disney (DIS): FQ3 EPS of $1.01 beats by $0.08. Revenue of $11.1B (+4% Y/Y) misses by $200M. Shares -1.6% AH. (PR)
    | 15 Comments
  • Aug. 7, 2012, 6:51 AM
    Caris & Co. see earnings upside for Disney (DIS) as the company releases FQ3 results after today's close. Analysts think the "afterglow" of products related to hit film The Avengers will continue to drive profits and call valuation in line with historical earnings multiples.
    | Comment!
  • Aug. 7, 2012, 12:10 AM
    Notable earnings after Tuesday’s close: ANV, AONE, ARRY, ATLS, BID, CODI, CREE, DIS, DPM, ENOC, ESRX, ETE, ETP, EXM, GPOR, JAZZ, JIVE, MIPS, PCLN, PRI, RAX, SAPE, STEC, VVUS, WFR, WR, XL, Z
    | Comment!
  • Aug. 6, 2012, 5:35 PM
    Notable earnings after Tuesday’s close: ANV, AONE, ARRY, ATLS, BID, CODI, CREE, DIS, DPM, ENOC, ESRX, ETE, ETP, EXM, GPOR, JAZZ, JIVE, MIPS, PCLN, PRI, RAX, SAPE, STEC, VVUS, WFR, WR, XL, Z
    | 1 Comment
  • Aug. 6, 2012, 1:17 PM
    Time Warner (TWX +0.2%) buys sports blog website Bleacher Report for an disclosed amount, ending months of speculation. The company says the site with its 10M unique monthly visitors will complement network properties TNT and TBS. The bigger picture: The sports broadcasting landscape could shift for dominant ESPN (DIS +0.3%), with Time Warner and Comcast's NBC increasing their investments in sports-related programming.
    | 2 Comments
  • Aug. 3, 2012, 3:29 PM
    Shares of Disney (DIS +1.5%) close in on a new 52-week high with the firm's FQ3 earnings slated to be released next week. Reason to buy: Diversification across multiple income revenue streams still makes Disney a long-term value play, according to SA author Colin Lea. Reason to worry: ESPN is a huge driver for Disney with its high advertising and subscription rates, but a new sports network from NBC is getting quite a bit of exposure with the Olympics in full swing.
    | 6 Comments
  • Jul. 30, 2012, 3:32 PM
    The FTC approves Comcast's (CMCSA -0.4%) $3B sale of its stake in A&E to Disney (DIS -0.3%) and Hearst Corp. With the purchase, the 50-50 owners should be able to more effectively leverage cable channels A&E, History, and Lifetime.
    | 4 Comments
Visit Seeking Alpha's
DIS vs. ETF Alternatives
Company Description
Walt Disney Co, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.